We are live on ! Find out more
AWM

Avior Wealth Management Portfolio holdings

AUM $3.53B
1-Year Est. Return 16.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.33B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,940
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$23M
3
+$19.8M
4
JGRO icon
JPMorgan Active Growth ETF
JGRO
+$19.2M
5
VB icon
Vanguard Small-Cap ETF
VB
+$18.6M

Top Sells

1
+$20M
2
+$11.5M
3
+$7.85M
4
AAPL icon
Apple
AAPL
+$6.48M
5
SYLD icon
Cambria Shareholder Yield ETF
SYLD
+$6.27M

Sector Composition

1 Technology 6.97%
2 Financials 5.66%
3 Industrials 3.05%
4 Healthcare 2.97%
5 Consumer Discretionary 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2526
– –
-6
2527
– –
-12
2528
– –
-1
2529
– –
-11
2530
– –
-17
2531
– –
-2
2532
– –
-11
2533
– –
-13
2534
– –
-2
2535
– –
-2
2536
– –
-730
2537
– –
-1,789
2538
– –
-8
2539
– –
-9
2540
– –
-49
2541
– –
0
2542
– –
-5
2543
– –
-8
2544
– –
-10
2545
– –
-8
2546
– –
-5
2547
– –
0
2548
– –
-1
2549
– –
-8
2550
– –
-6
100 101
102
103 104